SFS
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Sowell Financial Services’s EPR Properties EPR Stock Holding History

Sowell Financial Services’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-52
Closed -$3K – 1163
2021
Q1 		$3K Buy
52
+13
+33% +$548 ﹤0.01% 2725
2020
Q4 		$1K Hold
39
– – ﹤0.01% 2565
2020
Q3 		$1K Hold
39
– – ﹤0.01% 2354
2020
Q2 		$1K Sell
39
-104
-73% -$3.09K ﹤0.01% 2281
2020
Q1 		$3K Sell
143
-369
-72% -$21.2K ﹤0.01% 1973
2019
Q4 		$36K Sell
512
-340
-40% -$25.1K ﹤0.01% 1254
2019
Q3 		$65K Buy
+852
New +$64.8K 0.01% 930

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